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Riley R
Series 66
Harrisburg, OR
SB Advisory, LLC
Riley Rankin is a financial advisor with SB Advisory, LLC holding a Series 66 designation and seven years of industry experience. Prior to joining SB Advisory in 2026, Riley worked with Allstate Financial Advisors, LLC and affiliated Allstate entities for six years. Riley’s background also includes roles in insurance and financial services with firms such as Guardian Life Insurance Company and Park Avenue Securities. SB Advisory, LLC is a multi-team advisory firm managing approximately $1.1 billion across 2,634 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing a mix of fundamental, technical, and qualitative analysis to tailor portfolios using mutual funds, ETFs, individual equities, and outside managers.
David H
Series 63, Series 65
Brownsville, OR
Lincoln Investment
David Hansen is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Hansen sells fixed annuities through a sole proprietorship and serves as a board member for the Church of the Firstborn, Willamette Valley, as well as a city councilor for Brownsville, Oregon. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and sub-advisers.
Savannah R
Series 66
Junction City, OR
Edward Jones
Savannah Rossiter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2021. Rossiter holds a real estate broker license but does not actively utilize it and does not intend to renew it. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Ryan C
Series 66
Eugene, OR
Edward Jones
Ryan Cushing is a financial advisor with Edward Jones in Eugene, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Wireless Vision LLC from 2010 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Luke B
Series 63, Series 66
Junction City, OR
Fidelity
Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.
Jonathan D
CFP®, Series 66
Coburg, OR
Edward Jones
Jonathan Derby is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing several rental properties and is a member of Vaulters Aviation LLC, an entity formed to purchase an airplane for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Barbara K
Series 63, Series 66
Brownsville, OR
Cetera
Barbara Koontz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has held roles at MaPS Credit Union and Cuso Financial Services, and currently serves as a part owner of Koontz, Elker, and Associates, a financial services firm. Koontz is also an insurance agent selling long-term care products. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services with multiple program structures and access to third-party money managers.
Noah M
Series 66
Coburg, OR
Edward Jones
Noah Mc Creight is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, his work history includes several customer service roles at Starbucks, Pastega Coffee, and Caribou Coffee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and maintains a large network of financial advisors and branch offices across the country.
Emily C
Series 66
Junction City, OR
Edward Jones
Emily Cushing is a financial advisor at Edward Jones with a Series 66 designation and over six years of industry experience. She previously worked at CUSO Financial Services LP and SELCO Community Credit Union, as well as Oregon Community Credit Union. Emily has been with Edward Jones during two separate periods, most recently since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.
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